Purchases and Sales Made in Q3 2024 in Ishares Tr Dow Jones Us Medica (IHI)
This table provides information about the institutional ownership of Ishares Tr Dow Jones Us Medica (IHI) during Q3 2024. The information is specifically focused on institutions that hold shares of ISHARES TR DOW JONES US MEDICA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-104- 1.72% |
$5.66K - $6.22K
|
5.93K
$375K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-109- 2.28% |
$5.93K - $6.51K
|
4.67K
$295K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-114- 2.19% |
$6.2K - $6.81K
|
5.1K
$322K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-147- 2.46% |
$7.99K - $8.79K
|
5.83K
$369K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-149- 1.85% |
$8.1K - $8.91K
|
7.89K
$499K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-150- 4.2% |
$8.16K - $8.97K
|
3.42K
$216K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-155- 2.79% |
$8.43K - $9.26K
|
5.41K
$342K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-158- 1.62% |
$8.59K - $9.44K
|
9.59K
$606K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-163- 1.81% |
$8.86K - $9.74K
|
8.86K
$561K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-184- 3.92% |
$10K - $11K
|
4.51K
$285K
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-197- 2.37% |
$10.7K - $11.8K
|
8.13K
$514K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-206- 3.27% |
$11.2K - $12.3K
|
6.09K
$385K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-207- 5.3% |
$11.3K - $12.4K
|
3.7K
$234K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-217- 1.3% |
$11.8K - $13K
|
16.5K
$1.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-233- 6.26% |
$12.7K - $13.9K
|
3.49K
$221K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-233- 6.26% |
$12.7K - $13.9K
|
3.49K
$221K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-252- 21.5% |
$13.7K - $15.1K
|
920
$58.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-256- 4.3% |
$13.9K - $15.3K
|
5.7K
$360K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-258- 2.01% |
$14K - $15.4K
|
12.6K
$797K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-266- 2.87% |
$14.5K - $15.9K
|
9.01K
$570K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-274- 0.35% |
$14.9K - $16.4K
|
78K
$4.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-290- 97.64% |
$15.8K - $17.3K
|
7
$443
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-300- 5.54% |
$16.3K - $17.9K
|
5.12K
$324K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-315- 8.33% |
$17.1K - $18.8K
|
3.47K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-336- 1.84% |
$18.3K - $20.1K
|
17.9K
$1.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-348- 5.9% |
$18.9K - $20.8K
|
5.55K
$351K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-351- 7.51% |
$19.1K - $21K
|
4.32K
$273K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-353- 14.13% |
$19.2K - $21.1K
|
2.15K
$136K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-372- 2.09% |
$20.2K - $22.2K
|
17.4K
$1.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-372- 31.74% |
$20.2K - $22.2K
|
800
$50.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-372- 98.41% |
$20.2K - $22.2K
|
6
$380
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-373- 1.71% |
$20.3K - $22.3K
|
21.5K
$1.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-376- 3.28% |
$20.4K - $22.5K
|
11.1K
$701K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-385- 15.31% |
$20.9K - $23K
|
2.13K
$135K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-392- 9.47% |
$21.3K - $23.4K
|
3.75K
$237K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-398- 2.1% |
$21.6K - $23.8K
|
18.6K
$1.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-403- 8.48% |
$21.9K - $24.1K
|
4.35K
$275K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-408- 4.16% |
$22.2K - $24.4K
|
9.4K
$594K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-411- 3.0% |
$22.4K - $24.6K
|
13.3K
$840K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-415- 2.65% |
$22.6K - $24.8K
|
15.2K
$964K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-420- 3.14% |
$22.8K - $25.1K
|
13K
$820K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-423- 2.03% |
$23K - $25.3K
|
20.4K
$1.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-439- 2.41% |
$23.9K - $26.2K
|
17.8K
$1.12M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-449- 4.05% |
$24.4K - $26.8K
|
10.6K
$672K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-450- 41.06% |
$24.5K - $26.9K
|
646
$40.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-450- 19.82% |
$24.5K - $26.9K
|
1.82K
$115K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-476- 3.33% |
$25.9K - $28.5K
|
13.8K
$873K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-503- 5.65% |
$27.4K - $30.1K
|
8.4K
$532K
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-510- 0.8% |
$27.7K - $30.5K
|
63.5K
$4.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-516- 7.42% |
$28.1K - $30.8K
|
6.44K
$407K
|